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Introduction to the Mobile App

Take SMBcrm with you wherever you go with our mobile application, available for both iOS and Android devices.

Overview​

The SMBcrm mobile app gives you access to essential CRM features from your smartphone, so you can manage your business from anywhere.

Key Features​

Communication​

  • Conversations - View and respond to all messages
  • Calling - Make and receive calls through the app
  • Push Notifications - Get instant alerts for new messages
  • Quick Replies - Respond quickly with saved templates

Contact Management​

  • View Contacts - Access your full contact database
  • Add Contacts - Create new contacts on the go
  • Contact Details - See complete contact history
  • Tags & Notes - Update contact information

Calendar & Appointments​

  • View Calendar - See upcoming appointments
  • Appointment Notifications - Never miss a meeting
  • Check-In - Mark appointments as complete

Pipeline​

  • View Opportunities - See your sales pipeline
  • Update Stages - Move deals through stages
  • Quick Actions - Call or message from opportunities

Additional Features​

  • Tasks - View and complete tasks
  • Notifications Center - See all alerts in one place
  • Dark Mode - Easy on the eyes at night
  • Biometric Login - Secure access with fingerprint/face

Getting the App​

iOS (iPhone/iPad)​

  1. Open the App Store
  2. Search for "SMBcrm"
  3. Download and install
  4. Log in with your SMBcrm credentials

Android​

  1. Open Google Play Store
  2. Search for "SMBcrm"
  3. Download and install
  4. Log in with your SMBcrm credentials

Mobile vs Desktop​

The mobile app provides access to essential features optimized for on-the-go use. Some advanced features like workflow building and website editing are best done on the desktop version.

Next Steps​

Download the app and explore its features. Enable push notifications to stay on top of important messages and appointments.